TIPZ vs PIFI

Comparison between PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND (TIPZ, ETF) and CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF (PIFI, ETF).

5-Year PerformancePIFI has outperformed TIPZ, delivering a return of +1.0% compared to +0.7%

TIPZ vs PIFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPZ(ETF)	PIFI(ETF)
Net Assets	$106M	$106M
Expense Ratio	0.20%	0.45%
Max Drawdown	24.55%	11.71%
Sharpe Ratio	0.14	-0.24
5Y Beta	0.03	0.00
5Y Dividends CAGR	15.60%	190.01%

Net Assets

TIPZ

$106M

PIFI

$106M

Expense Ratio

Winner

TIPZ

0.20%

PIFI

0.45%

Max Drawdown

TIPZ

24.55%

Winner

PIFI

11.71%

Sharpe Ratio

Winner

TIPZ

0.14

PIFI

-0.24

5Y Beta

TIPZ

0.03

Winner

PIFI

0.00

5Y Dividends CAGR

TIPZ

15.60%

Winner

PIFI

190.01%

TIPZ vs PIFI - Historical Returns

Returns include dividend reinvestment.

Period	TIPZ	PIFI
1 month	-0.38%	-0.20%
3 months	-0.17%	-0.88%
6 months	+0.90%	+0.03%
1 year	+4.50%	+3.23%
5 years(CAGR)	+0.69%	+1.00%
10 years(CAGR)	+2.45%	N/A
Max(CAGR)	+3.03%	+0.74%

TIPZ

-0.38%

Winner

PIFI

-0.20%

Winner

TIPZ

-0.17%

PIFI

-0.88%

Winner

TIPZ

+0.90%

PIFI

+0.03%

Winner

TIPZ

+4.50%

PIFI

+3.23%

5Y(CAGR)

TIPZ

+0.69%

Winner

PIFI

+1.00%

10Y(CAGR)

TIPZ

+2.45%

PIFI

N/A

Max(CAGR)

Winner

TIPZ

+3.03%

PIFI

+0.74%

TIPZ vs PIFI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	TIPZ	PIFI
2026	+1.10%	-0.18%
2025	+5.75%	+6.32%
2024	+1.57%	+2.71%
2023	+3.27%	+4.39%
2022	-11.94%	-6.88%
2021	+5.26%	-1.29%
2020	+10.59%	+0.10%
2019	+8.60%	N/A
2018	-1.48%	N/A
2017	+2.83%	N/A
2016	+4.48%	N/A
2015	-3.23%	N/A
2014	+4.22%	N/A
2013	-9.03%	N/A
2012	+6.85%	N/A
2011	+13.98%	N/A
2010	+5.97%	N/A
2009	+2.89%	N/A

TIPZ vs PIFI Drawdown Comparison

The maximum drawdown for TIPZ was -15.74%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The maximum drawdown for PIFI was -10.59%, occurring on Oct 20, 2022. Recovery took 927 trading sessions.

The current TIPZ drawdown is -1.83%. The current PIFI drawdown is -1.53%.

Rank	TIPZ	PIFI
#1	-15.74% Nov 9, 2021 - Oct 10, 2022	-10.59% Dec 31, 2020 - Sep 10, 2024
#2	-11.72% Dec 10, 2012 - Mar 29, 2019	-2.71% Sep 16, 2024 - Mar 31, 2025
#3	-10.48% Mar 6, 2020 - Apr 28, 2020	-1.93% Feb 27, 2026 - May 19, 2026
#4	-5.77% Oct 25, 2010 - Apr 19, 2011	-1.51% Apr 4, 2025 - Apr 29, 2025
#5	-3.61% Aug 10, 2011 - Nov 1, 2011	-1.24% Apr 30, 2025 - Jun 23, 2025
#6	-3.36% Jan 28, 2021 - May 5, 2021	-0.76% Jun 30, 2025 - Aug 1, 2025
#7	-2.56% Aug 29, 2019 - Jan 24, 2020	-0.67% Oct 22, 2025 - Nov 24, 2025
#8	-2.55% Aug 1, 2012 - Sep 14, 2012	-0.58% Nov 26, 2025 - Dec 29, 2025
#9	-2.25% Nov 25, 2009 - Apr 27, 2010	-0.54% Sep 16, 2025 - Oct 10, 2025
#10	-1.96% Jan 31, 2012 - Apr 17, 2012	-0.44% Jan 7, 2026 - Feb 5, 2026
#11	-1.64% Oct 27, 2021 - Nov 8, 2021	-0.41% Oct 2, 2020 - Dec 28, 2020
#12	-1.63% Nov 7, 2011 - Jan 17, 2012	-0.30% Aug 13, 2025 - Aug 22, 2025
#13	-1.61% Sep 9, 2021 - Oct 26, 2021	-0.23% Sep 10, 2024 - Sep 13, 2024
#14	-1.59% Sep 2, 2020 - Dec 3, 2020	-0.21% Aug 4, 2025 - Aug 13, 2025
#15	-1.50% Oct 8, 2012 - Oct 26, 2012	-0.19% Aug 29, 2025 - Sep 3, 2025

Correlation

Correlation between TIPZ and PIFI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2009 - 2026)

TIPZ vs PIFI dividend yield comparison.

Year	TIPZ	PIFI
2026	2.41%	0.78%
2025	4.74%	3.16%
2024	4.44%	2.92%
2023	4.69%	2.29%
2022	7.14%	1.22%
2021	4.41%	0.25%
2020	1.47%	0.00%
2019	1.65%	0.00%
2018	2.23%	0.00%
2017	1.70%	0.00%
2016	1.06%	0.00%
2015	0.56%	0.00%
2014	1.09%	0.00%
2013	0.73%	0.00%
2012	1.67%	0.00%
2011	3.55%	0.00%
2010	2.54%	0.00%
2009	0.70%	0.00%